China
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If there is a new tech cold war, it is one with shots fired over a decade ago, largely by China. The questions going forward are about both leverage and values.
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Apple Pulls Hong Kong App, Tim Cook’s Memo, Honesty and Control
It was Apple’s turn to be in the spotlight in China; what was surprising was how unprepared the company seemed to be. Then, why companies dealing with China, including Apple, should be more honest.
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Apple Versus Project Zero, Apple’s Poor Response, The China Paradox
Apple took on Google’s Project Zero over the weekend, and didn’t come out looking particularly good, particularly since China is a huge paradox for Apple.
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Trump Orders Companies to Look for China Alternative, Apple’s Chokepoint, The Potential Tariff Impact
Apple’s risk in the trade war is becoming very real, with tariffs set to hit the end of this week. Tim Cook continues to leverage his relationship with President Trump, but that is only a temporary solution to a single chokepoint on the company’s business.
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Huawei Loses ARM, More on Values (and Facebook), Qualcomm Loses to FTC
Huawei loses its partnership with ARM, then why the question of values was a criticism of the U.S. too (and Facebook’s arguments against regulation). Plus, the FTC wins against Qualcomm
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China, Leverage, and Values
If there is a new tech cold war, it is one with shots fired over a decade ago, largely by China. The questions going forward are about both leverage and values.
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Google and Huawei, Android and Huawei, The U.S. Impact
Google is pulling Android support from Huawei, which won’t make a difference in China but will have an impact internationally. Then, why Apple has the most to lose.
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Apple Earnings, Apple the Services Company (for Real!)
Apple’s earnings were definitely weak in China, but the rest of the world wasn’t great either. No wonder the company is pivoting so strongly into services — and there is upside.